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Tue, Jan 30


via Zoom

Working On Your Terms in Your Third Half

How to design semi-retirement so you can have fun, freedom, and work that doesn’t feel like work.

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Working On Your Terms in Your Third Half
Working On Your Terms in Your Third Half

Time & Location

Jan 30, 2024, 5:00 PM – 6:00 PM EST

via Zoom


About the event

  • Working for yourself in semi-retirement offers the potential for the best of both worlds: the opportunity to repackage how work fits into your life while making a bigger impact (and getting well compensated for it!) However, without careful planning, you may find yourself with added complexity, stress, uncertainty, and more taxes in semi-retirement. In this session, Justin & Dawn will break down the fundamental elements for designing a successful Third Half financial plan and business plan. In this session, we’ll distill the experiences of others who’ve had successful semi-retirements, show you what obstacles to avoid, and where the hidden opportunities lie.
  • Justin Smith helps executives and successful professionals plan for their next chapter. Whether they wish to stay in the corporate arena, retire, or blur the lines in pursuit of the best of both worlds; Justin helps them explore what’s possible, create a plan and minimize taxes in the process.
  • A former academic and award-winning education entrepreneur, Dawn Eidelman is a seasoned C-suite executive with extensive expertise in certifications and other scalable business and education models. She mentors accomplished professionals in monetizing their genius zone in high-ticket consulting ventures.

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